Stephen Max Crouch – Financial Adviser
Adviser identifying number: 238013
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: INVESTORY PTY LTD
Licence number: 432670
Licensee’s ABN: 69161021941
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTORY PTY LTD
Authorised Representative identifying number: 432670
Authorised Representative’s ABN: 69161021941
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – University of Technology, Sydney
- Doctor of Business Administration – Macquarie University
- Financial Planning Specialist – Institute of Chartered Accountants in Aust. (ICAA)
- Master of Economics – Macquarie University
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Stephen Max Crouch is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility